You’ve sacrificed for years to build your business. You know your business has more growth potential, but maybe you don’t know where to start, can’t find the time, or don’t want to risk the capital investment to take it to the next level.
Now, imagine a future where your hard work and dedication pay off in ways you never thought possible. At Aristata Financial, we can help turn that vision into reality. Our team is well-versed in the challenges and opportunities that lay before you, and we’re here to help you become financially independent of your business.
If you’re not planning to sell your business any time soon, and don’t think you need an exit strategy, here are some statistics you should be aware of. 50% of business exits are forced due to unexpected life events. Only 20-30% of businesses that make it to market will actually sell. And many of the businesses that do sell will leave significant money on the table because the business isn’t fully ready. For these reasons, we believe that exit planning is simply good business strategy, and essential when planning for the future of your family and your business.
Did you know that 75% of owners profoundly regret selling their business just one year later? This is why it’s critical that your business plan, financial plan, and personal life plan are in alignment. We can help you achieve this and avoid becoming one of the statistics through what we call Business Optimization. By getting to know your business, and what truly matters most to you apart from your business, we can assemble a customized team of professionals who all work together to help you optimize the value of your business, implement tax mitigation strategies, and create a sense of fulfillment so you can realize your vision of success – both personally and professionally.
When it does come time to sell all or part of your business – perhaps the most significant transaction of your life – having the right partner is crucial. Our affiliation with Raymond James, allows us access to the Raymond James Investment Banking department. By leveraging their extensive network of industry-focused investment bankers, we can provide comprehensive advisory and capital markets services, to guide you through this complex process, assisting you in optimizing your financial gains.
Our goal is to help you obtain the specific support and resources needed for continued success. Whether you’re looking to grow or plan for a successful exit, our team is here to support you every step of the way.
Ready to take the next step? Visit our website for more information and check out our video on Investment Banking! We would love to get to know you and your business, and learn how we can help you, secure your legacy across generations.